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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,982 | $81,696-56.0% | $70,494-49.0% | $158,982-77.4% |
| Participation rate | 61.5% | 77.7%-16.2pp | 75.1%-13.5pp | 82.0%-20.4pp |
| Annual return | 13.86% | 208.70%-194.8pp | 109.16%-95.3pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,124 | $3,220-65.1% | $2,738-58.9% | $4,763-76.4% |
| Participant deferral / active EE | $1,124 | $4,558-75.3% | $3,711-69.7% | $5,983-81.2% |
| Admin fee / account holder | $3,695 | $6,200-40.4% | $3,848-4.0% | $11,252-67.2% |